Sitemap - 2025 - The Capital Spectator
The July Recess Is Now In Progress
Next Week’s Q2 GDP Data Expected To Report Moderate Growth
Japan Trade Deal Boosts Return Premium For Foreign Stocks
Medium-Term Corporates Lead US Bond Market In 2025
Have The Bond Vigilantes Dismissed Tariff-Inflation Risk?
Risk-On Sentiment Remains Resilient For Global Strategies
Moderate Rebound Still Expected For US Economy In Q2 GDP Data
Industrials Holding On To Lead As Top Equity Sector In 2025
10-Year US Treasury Yield ‘Fair Value’ Estimate: 16 July 2025
The Everything Rally In 2025 Rolls On
Will Tariffs Derail The Bull Run In Global Equities Ex-US?
Momentum Is Still 2025’s Top Performer For Equity Risk Factors
Economic and Financial Predictions: Betting Markets | 09 July 2025
Rebound Outlook Softens For US Q2 GDP Nowcast
Bond Market Will Struggle To Price In Conflicting Risk Factors
Total Return Forecasts: Major Asset Classes | 02 July 2025
Major Asset Classes | June 2025 | Performance Review
Risk Appetite Rebounds For Global Strategies After Tariff Tantrum
Markets Continue To Price In Higher Odds For Rate Cuts
Foreign Bonds Are Having A Very Good Year In US Dollar Terms
Foreign Stocks Still Lead US Shares By Wide Margin This Year
Will The Fed Cut Rates Sooner Than Recently Expected?
Markets Weigh Middle East Risk After US Strikes Iran
Mid-Term Treasuries Lead Bond Market Rally This Year
Will The US Aid Israel By Attacking Iran?
Solid Rebound Still Expected For US Growth For Q2 GDP Report
Industrials Take The Lead For US Equity Sectors This Year
The Israel-Iran Conflict Complicates The Macro Outlook
Research Review | 13 June 2025 | Analyzing And Monitoring Risk
10-Year US Treasury Yield ‘Fair Value’ Estimate: 12 June 2025
When Will The Unemployment Rate Influence Fed Policy?
Fed Policy Is Still On Hold, But For How Long?
Bitcoin Wins, The US Dollar Loses Since “Liberation Day”
US GDP Still On Track To Rebound In Q2
Mixed Data For May Clouds Outlook For US Economy
Momentum Is Still Crushing It This Year For US Equity Factors
Total Return Forecasts: Major Asset Classes | 03 June 2025
Major Asset Classes | May 2025 | Performance Review
Inflation Anxiety And The “Big Beautiful Bill”
Most US Treasury Prices Slide Since “Liberation Day”
Markets Still Expect Fed To Keep Rates Steady For Near Term
US Q2 GDP Still Looks Set To Rebound After Q1 Decline
All The Major Asset Classes Posting Gains In 2025 After Latest Rally
Research Review | 16 May 2025 | Asset Allocation
Foreign Bonds Lead US Fixed Income By Wide Margin In 2025
10-Year US Treasury Yield ‘Fair Value’ Estimate: 14 May 2025
US-China Trade Deal Lifts Markets, But US Stocks Still Trail
Defensive Sectors Continue To Lead US Stock Market This Year
Bitcoin Leads Global Markets Since “Liberation Day”
Rebound For Initial US Q2 GDP Nowcast Could Be Misleading
Risk Appetite Remains Weak As Trade Tensions Remain High
Fed Set To Keep Rates Steady, Despite Pressure From Trump
Total Return Forecasts: Major Asset Classes | 02 MAY 2025
Major Asset Classes | April 2025 | Performance Review
Foreign Equities Continue To Outperform As US Stocks Lag In 2025
US Growth Expected To Slow In Tomorrow’s Q1 GDP Report
US Stocks And Real Estate Shares Are Still Losers In 2025
Fed Expected To Keep Rates Steady Despite Trump’s Calls For Cuts
US Economy Expected To Post Sharp Slowdown In Q1 Growth
Tracking Global Markets Since “Liberation Day”
Markets Face Another Week Of Extreme Policy Uncertainty
Will Tariff-Related Inflation Derail The Bond Market’s Rally?
Low-Volatility Strategy Is 2025’s Upside Outlier For Equity Factors
Defensive Sectors Are A Lifeboat For US Equity Investors In 2025
Is The Market Pricing In A Higher Risk Premium For US Treasuries?
10-Year US Treasury Yield ‘Fair Value’ Estimate: 11 April 2025
US Q1 GDP Nowcast Continues To Ease, Signaling Stall-Speed Risk
Fed Faces Difficult Balancing Act In A Global Trade War
Uncertainty Clouds Outlook For Trump’s Tariff Goals
US Services Sector, An Exporting Powerhouse, At Risk In Trade War
Managing Expectations For A Global Trade War
Major Asset Classes | March 2025 | Performance Review
Equities Demand Higher Risk Premium As Uncertainty Spikes
US Economic Growth Remains On Track To Slow In Q1
Bonds Continue To Offer A Haven Amid High Macro Uncertainty
A Fed Rate Cut May Be Near, But Not Today
US GDP Nowcast Remains Close To Stall-Speed Pace For Q1
10-Year US Treasury Yield ‘Fair Value’ Estimate: 13 March 2025
Can America’s Resilient Economy Endure Trump 2.0?
Low-Volatility Is Stand-Out Winner For Equity Factors This Year
Major Asset Classes | February 2025 | Performance Review
Economic Slowdown Concerns Top Inflation Worries For Bonds
Moderate, Steady Growth Expected For US Q1 GDP
Choose Your Tactical Asset Allocation Strategy Carefully
Total Return Forecasts: Major Asset Classes | 04 February 2025
Major Asset Classes | January 2025 | Performance Review
US Bond Market Rebounds So Far In 2025
US Q4 GDP Growth Nowcast Rises Ahead Of Thursday’s Report